JBL Financial Blog

Pension v. Lump Sum

Erin Lapidus
Erin Lapidus Tuesday, July 10, 2018
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of state and...
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Four Points to Consider When Setting a Retirement Income Goal

Erin Lapidus
Erin Lapidus Saturday, June 09, 2018

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations to help you get started.

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Do You Need A Free Business Consultation?

Erin Lapidus
Erin Lapidus Thursday, April 26, 2018

 

 

 

When your employees retire they are faced with making the decisions about their health insurance. These decisions can be overwhelming especially when it comes to being eligible for Medicare. Erin helps hundreds of...

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Systematic Withdrawals in Retirement

Erin Lapidus
Erin Lapidus Thursday, April 05, 2018

 

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Investment Strategy: How Is My Mix of Stocks, Bonds, And Cash?

Erin Lapidus
Erin Lapidus Thursday, January 04, 2018

 

 

Retirement, just like your career is a series of personal decisions.  It all depends on your personal math – the science behind retirement. 

Generally, what investors have learned over time is that the mix of your assets...

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Top 5 Retirement Books, Blogs, and Resources

Erin Lapidus
Erin Lapidus Tuesday, December 19, 2017

We think our radio show, Straight Talk on Retirement, contains a wealth of information (obviously), but if you’re looking for another option we have given these our stamp of approval. Give them a listen or add these books to...

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How To Distribute Property As You Wish

Erin Lapidus
Erin Lapidus Thursday, December 14, 2017
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How to Convert Retirement Savings Into Retirement Income

Erin Lapidus
Erin Lapidus Saturday, December 09, 2017

You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need...

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What Baby Boomers Need to Know About RMDs

Erin Lapidus
Erin Lapidus Monday, November 27, 2017

It's Time for Baby Boomer RMDs!

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What Is Your Fee?

Erin Lapidus
Erin Lapidus Wednesday, November 22, 2017
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